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Aehr Test Systems receives record $41 million order from hyperscale customer

April 16, 2026 7:35 AM

Aehr Test Systems (NASDAQ: AEHR) announced it received a $41 million production order from its lead hyperscale customer for package-level burn-in of custom AI processor ASICs. The order represents the largest in the company's history and supports high-volume production burn-in of ASICs used in data center training and inference AI workloads.

The order includes Aehr's Sonoma high-power package-level test and burn-in systems, along with burn-in modules and device-specific sockets. Deliveries are expected to begin in Aehr's fiscal 2027, which starts June 27, 2026.

"This $41 million follow-on order from our lead hyperscale package-level burn-in customer brings our bookings in the second half of our fiscal year to more than $92 million to date with six weeks remaining in the fourth quarter," said Gayn Erickson, President and Chief Executive Officer of Aehr Test Systems.

The customer is developing a higher-power AI accelerator ASIC expected to move to production later this year and has already placed an initial order for multiple Sonoma systems for that device production.

With this order, Aehr has booked over $92 million in orders in the second half of this fiscal year, exceeding its recently increased expectations of $60 million to $80 million during this period. The company has additional customer demand forecasted across multiple markets, including AI processor burn-in, silicon photonics, and silicon carbide and gallium nitride power semiconductors.

To support growing demand, Aehr completed a facility expansion in Fremont, California, adding power, cooling infrastructure, and clean-room manufacturing space. The company will begin shipping Sonoma systems from a newly upgraded contract manufacturing facility with capacity for more than 20 additional systems per month.

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